Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212B
AUM Growth
+$13.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,613
New
Increased
Reduced
Closed

Top Buys

1
+$2.35B
2
+$1.03B
3
+$410M
4
BX icon
Blackstone
BX
+$350M
5
WFC icon
Wells Fargo
WFC
+$334M

Top Sells

1
+$723M
2
+$637M
3
+$346M
4
CRM icon
Salesforce
CRM
+$330M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$310M

Sector Composition

1 Financials 8.92%
2 Technology 8.65%
3 Energy 6.63%
4 Healthcare 6.63%
5 Consumer Staples 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5126
$31K ﹤0.01%
18,371
-1,031
5127
$31K ﹤0.01%
32,773
+200
5128
$31K ﹤0.01%
32,161
-16,519
5129
$30K ﹤0.01%
933
-9,960
5130
$29K ﹤0.01%
15,070
+183
5131
$29K ﹤0.01%
14,922
-6,427
5132
$29K ﹤0.01%
30,061
5133
$28K ﹤0.01%
11,663
-18,777
5134
$27K ﹤0.01%
327
-25
5135
$25K ﹤0.01%
10,250
-1,464
5136
$24K ﹤0.01%
2,650
5137
$24K ﹤0.01%
12,129
5138
$23K ﹤0.01%
+977
5139
$23K ﹤0.01%
3,391
-53,168
5140
$23K ﹤0.01%
24,358
-86,642
5141
$23K ﹤0.01%
1,563
-12,386
5142
$22K ﹤0.01%
+10,302
5143
$22K ﹤0.01%
1,755
-6,881
5144
$21K ﹤0.01%
538
-15,975
5145
$20K ﹤0.01%
+5,192
5146
$20K ﹤0.01%
15,090
-98,720
5147
$20K ﹤0.01%
1,516
-250
5148
$20K ﹤0.01%
5,338
-8,164
5149
$20K ﹤0.01%
3,198
-60
5150
$20K ﹤0.01%
17,912
+6,598
204 205
206
207 208